Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,235,946
+$555,611 QoQ
Shares Held
20,558
+72.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#407
of 1,172 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026NWAM LLC holds $13,857,503 across 3 Household & Personal Products names. UL ranks #2 (8.9% of the industry book) .
All Filings in UL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,946 | 20,558 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $680,335 | 11,942 | Shares | Sole | 2026-05-04 | |
| 2023-06-30 | $260,181 | 4,991 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $220,546 | 4,247 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $220,633 | 4,382 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||